CIBC Private Wealth Group LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, CIBC Private Wealth Group LLC maintained a portfolio of 3577 distinct positions. They heavily accumulated shares in BROADCOM INC, increasing their position by 10.7%. Conversely, CIBC Private Wealth Group LLC completely exited their position in CHENIERE ENERGY PART.
PCA Score Concentration Risk
Risk ENB
Total Positions
3577
Quarter
2025 Q4
Top Holding
MSFT (5.3%)
Top 10 Concentration
29.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 3577
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MSFT
MICROSOFT CORP
Technology 5.34% 5.85% #1
Prev: #1
4.6 -61,701 -0.9%
P
S
6,533,586 $3,159,772,619
$151.89 +210.6%
$482.52 -2.2%
2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 4.85% 4.66% #2
Prev: #2
3.9 -134,231 -1.3%
P
S
10,564,205 $2,871,984,623
$106.26 +151.3%
$271.61 -1.7%
2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 3.88% 3.97% #3
Prev: #3
3.1 -626,024 -5.9%
P
S
9,945,180 $2,295,546,398
$105.57 +120.8%
$230.82 +1.0%
2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 3.82% 3.89% #4
Prev: #4
2.5 -85,498 -0.7%
P
S
12,103,232 $2,257,252,822 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 3.41% 2.75% #5
Prev: #5
2.4 -157,414 -2.4%
P
S
6,443,532 $2,016,825,444 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.72% 1.72% #6
Prev: #6
1.2 -36,942 -1.2%
P
S
3,155,380 $1,016,726,726 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.63% 1.42% #7 2
Prev: #9
2.7 268,980 10.7%
P
S
2,790,816 $965,901,492 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.62% 1.71% #8 1
Prev: #7
2.6 91,140 6.7%
P
S
1,454,564 $960,142,921 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 1.62% 1.61% #9 1
Prev: #8
1.1 -35,701 -1.3%
P
S
2,727,513 $956,566,083 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.59% 1.31% #10
Prev: #10
1.1 -130,173 -4.2%
P
S
3,004,241 $942,730,880 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.38% 0.72% #11 18
Prev: #29
3.1 208,879 37.7%
P
S
762,246 $819,170,665 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC
Healthcare 1.26% 1.07% #12 1
Prev: #13
1.0 -72,331 -0.9%
P
S
8,081,817 $742,961,420 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ODFL
OLD DOMINION FR...
Industrials 1.15% 1.05% #13 1
Prev: #14
1.0 -11,325 -0.3%
P
S
4,355,518 $682,945,285 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VO
VANGUARD INDEX ...
ETF 1.07% 0.93% #14 2
Prev: #16
2.4 335,091 18.1%
P
S
2,185,156 $634,175,855 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 1.04% 1.19% #15 3
Prev: #12
0.9 -59,715 -1.5%
P
S
4,004,273 $617,218,676 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 1.04% 1.20% #16 5
Prev: #11
0.9 -830,236 -19.9%
P
S
3,346,888 $613,819,333 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
Utilities 1.02% 0.98% #17 2
Prev: #15
0.9 -47,944 -0.6%
P
S
7,537,722 $605,128,284 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.00% 0.86% #18
Prev: #18
2.4 118,811 14.4%
P
S
941,501 $590,443,482 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 0.95% 0.76% #19 6
Prev: #25
2.9 248,499 26.4%
P
S
1,190,695 $563,556,087 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABT
ABBOTT LABS
Healthcare 0.83% 0.92% #20 3
Prev: #17
0.8 -83,810 -2.1%
P
S
3,932,281 $492,675,446 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.82% 0.79% #21 1
Prev: #22
0.8 -54,171 -1.3%
P
S
4,014,113 $483,058,387 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 0.79% 0.69% #22 8
Prev: #30
0.8 -28,067 -3.4%
P
S
806,898 $467,557,029 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ATMP
BARCLAYS BANK P...
ETF 0.79% 0.79% #23 2
Prev: #21
0.8 258,631 1.6%
P
S
16,193,057 $465,874,262 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DHR
DANAHER CORPORA...
Healthcare 0.79% 0.69% #24 7
Prev: #31
0.8 4,614 0.2%
P
S
2,034,341 $465,701,381 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 0.78% 0.75% #25 1
Prev: #26
0.8 -18,194 -2.0%
P
S
887,275 $463,681,292 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CQP
CHENIERE ENERGY...
Energy 0.00% 0.01%
Sold All 😨
(Was: #382)
0.0 -135,703 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKV
BKV CORP
Energy 0.00% 0.01%
Sold All 😨
(Was: #485)
0.0 -150,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LILAK
LIBERTY LATIN A...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #549)
0.0 -259,778 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #574)
0.0 -23,104 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #677)
0.0 -13,488 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NHTC
NATURAL HEALTH ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #765)
0.0 -160,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DSGR
DISTRIBUTION SO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #784)
0.0 -22,136 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #914)
0.0 -18,400 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #920)
0.0 -7,140 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CASK
HERITAGE DISTIL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #964)
0.0 -440,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #981)
0.0 -13,327 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1113)
0.0 -14,810 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1120)
0.0 -8,324 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJUL
INNOVATOR ETFS ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1170)
0.0 -6,264 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EJUL
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1174)
0.0 -7,028 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTZWW
HERTZ GLOBAL HL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1186)
0.0 -53,253 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FREL
FIDELITY COVING...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1339)
0.0 -5,000 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGRO
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1439)
0.0 -1,425 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KBDC
KAYNE ANDERSON ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1446)
0.0 -8,346 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NAIL
DBX ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1447)
0.0 -1,500 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRC
AMERESCO INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1491)
0.0 -3,000 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ICOW
PACER FDS TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1510)
0.0 -2,665 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FUTU
FUTU HLDGS LTD
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1535)
0.0 -527 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1553)
0.0 -4,256 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RYLD
GLOBAL X FDS
ETF 0.00% 0.00%
Sold All 😨
(Was: #1576)
0.0 -5,633 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FRO
FRONTLINE PLC
Energy 0.00% 0.00%
Sold All 😨
(Was: #1594)
0.0 -3,525 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1640)
0.0 -1,817 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TBPH
THERAVANCE BIOP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1653)
0.0 -4,685 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FTSM
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1659)
0.0 -1,125 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1672)
0.0 -309 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OIS
OIL STS INTL IN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1687)
0.0 -10,325 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTTR
SELECT WATER SO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1712)
0.0 -5,608 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CNA
CNA FINL CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1739)
0.0 -1,223 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTB
BANK OF NT BUTT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1741)
0.0 -1,308 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BOKF
BOK FINL CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1749)
0.0 -491 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTR
VIRTUS TOTAL RE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1759)
0.0 -8,315 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALRS
ALERUS FINL COR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1775)
0.0 -2,358 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVEC
NVE CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #1813)
0.0 -746 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NTSX
WISDOMTREE TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1827)
0.0 -874 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSBI
MIDLAND STATES ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1836)
0.0 -2,675 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLIX
PROSHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1842)
0.0 -749 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAE
CAE INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1866)
0.0 -1,413 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
VERONA PHARMA P...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1885)
0.0 -375 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NBOS
NEUBERGER BERMA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1910)
0.0 -1,405 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BMAR
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1934)
0.0 -700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRC
MRC GLOBAL INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1936)
0.0 -2,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OTEX
OPEN TEXT CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #1976)
0.0 -872 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
YYY
AMPLIFY ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1986)
0.0 -2,707 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FTF
FRANKLIN LTD DU...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1987)
0.0 -5,016 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XSD
SPDR SERIES TRU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1988)
0.0 -100 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LAUR
LAUREATE EDUCAT...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1991)
0.0 -1,001 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DTRE
FIRST TR EXCHAN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1998)
0.0 -780 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DIVI
FRANKLIN TEMPLE...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2022)
0.0 -773 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PREF
PRINCIPAL EXCHA...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #2024)
0.0 -1,500 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MPTI
M-TRON INDS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2035)
0.0 -500 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LTH
LIFE TIME GROUP...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2038)
0.0 -1,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IMAX
IMAX CORP
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2044)
0.0 -834 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNTY
CENTURY CASINOS...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2055)
0.0 -10,000 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWBC
COMMUNITY WEST ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2075)
0.0 -1,200 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARIS
ARIS WATER SOLU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2100)
0.0 -949 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GAUZ
GAUZY LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #2123)
0.0 -3,470 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BWIN
THE BALDWIN INS...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2146)
0.0 -728 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EVV
EATON VANCE LIM...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2151)
0.0 -2,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCYB
SCHWAB STRATEGI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2152)
0.0 -758 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TU
TELUS CORPORATI...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2160)
0.0 -1,250 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DKL
DELEK LOGISTICS...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2167)
0.0 -425 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UWMC
UWM HOLDINGS CO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2174)
0.0 -3,101 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DVLT
DATAVAULT AI IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2196)
0.0 -16,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HMOP
HARTFORD FDS EX...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2220)
0.0 -416 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HYLB
DBX ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2229)
0.0 -427 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NANC
TIDAL TRUST I
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2241)
0.0 -344 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ROM
PROSHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2253)
0.0 -160 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BME
BLACKROCK HEALT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2260)
0.0 -391 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ERTH
INVESCO EXCHANG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2266)
0.0 -300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DGP
DEUTSCHE BK AG ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2287)
0.0 -100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGG
FLEXSHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2299)
0.0 -65 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JSI
JANUS DETROIT S...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2305)
0.0 -244 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HAFN
HAFNIA LTD
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2307)
0.0 -2,123 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TECS
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2312)
0.0 -653 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FOLD
AMICUS THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2330)
0.0 -1,505 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMIN
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2334)
0.0 -162 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NOAH
NOAH HLDGS LTD
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2336)
0.0 -1,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2340)
0.0 -172 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TECK
TECK RESOURCES ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #2346)
0.0 -259 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BDSX
BIODESIX INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2351)
0.0 -1,466 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LUCK
LUCKY STRIKE EN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2372)
0.0 -1,000 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MTBA
SIMPLIFY EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2397)
0.0 -192 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCCS
CCC INTELLIGENT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2399)
0.0 -1,037 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HIPS
GRANITESHARES E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2402)
0.0 -800 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VYGR
VOYAGER THERAPE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2405)
0.0 -2,000 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRBN
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2406)
0.0 -41 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMBT
CMB.TECH NV
Energy 0.00% 0.00%
Sold All 😨
(Was: #2422)
0.0 -950 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIVK
VIVAKOR INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #2450)
0.0 -20,000 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UTI
UNIVERSAL TECHN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2456)
0.0 -252 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LUNG
PULMONX CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2459)
0.0 -5,000 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2462)
0.0 -425 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INFA
INFORMATICA INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2465)
0.0 -321 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SVOL
SIMPLIFY EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2499)
0.0 -382 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMBS
SCHWAB STRATEGI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2503)
0.0 -260 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOND
SONDER HOLDINGS...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2513)
0.0 -5,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OMFL
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2515)
0.0 -103 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDF
CARDIFF ONCOLOG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2516)
0.0 -3,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GSST
GOLDMAN SACHS E...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2520)
0.0 -120 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTO
ZTO EXPRESS CAY...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2532)
0.0 -295 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FRA
BLACKROCK FLOAT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2538)
0.0 -430 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STRZ
STARZ ENTERTAIN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2542)
0.0 -368 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTK
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2549)
0.0 -265 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BHC
BAUSCH HEALTH C...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2557)
0.0 -783 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATEX
ANTERIX INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2571)
0.0 -226 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EP/PRC
EL PASO ENERGY ...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #2574)
0.0 -95 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TGRW
T ROWE PRICE ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2587)
0.0 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBW
BUILD-A-BEAR WO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2617)
0.0 -60 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ELP
COMPANHIA PARAN...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2623)
0.0 -391 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS HLDGS LTD
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2681)
0.0 -36 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FTXL
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2687)
0.0 -24 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HNST
HONEST CO INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2697)
0.0 -685 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ISSC
INNOVATIVE SOLU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2698)
0.0 -200 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LBTYA
LIBERTY GLOBAL ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2704)
0.0 -207 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BGS
B & G FOODS INC...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2714)
0.0 -496 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOR
FORESTAR GROUP ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2719)
0.0 -80 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KALV
KALVISTA PHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2732)
0.0 -160 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HYZD
WISDOMTREE TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2750)
0.0 -75 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OEUR
ALPS ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2752)
0.0 -50 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VMEO
VIMEO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2764)
0.0 -201 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOVZ
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2768)
0.0 -150 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IFRA
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2788)
0.0 -23 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KOS
KOSMOS ENERGY L...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2793)
0.0 -696 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HELE
HELEN OF TROY L...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2794)
0.0 -45 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CEMB
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2799)
0.0 -24 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MEC
MAYVILLE ENGR C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2803)
0.0 -80 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2812)
0.0 -53 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LXP/PRC
LXP INDUSTRIAL ...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #2813)
0.0 -22 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SHOPIFY INC
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2814)
0.0 -1,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKW
ARK ETF TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2816)
0.0 -6 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RVNU
DBX ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2820)
0.0 -40 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BFST
BUSINESS FIRST ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2828)
0.0 -40 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MPTI/WS
M-TRON INDS INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2838)
0.0 -500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBUY
AMPLIFY ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2847)
0.0 -10 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GAMR
AMPLIFY ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2862)
0.0 -7 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLL
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2863)
0.0 -32 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IHAK
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2868)
0.0 -12 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LEMB
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2869)
0.0 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GWAV
GREENWAVE TECHN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2871)
0.0 -90 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRMT
AMERICAS CAR-MA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2875)
0.0 -20 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZUMZ
ZUMIEZ INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2884)
0.0 -26 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EPIX
ESSA PHARMA INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2889)
0.0 -2,500 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
COHEN & STEERS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2901)
0.0 -4,933 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
HEAL
GLOBAL X FDS
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2913)
0.0 -11 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CLSDQ
CLEARSIDE BIOME...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2918)
0.0 -73 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IRBT
IROBOT CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2926)
0.0 -75 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSRM
SSR MINING IN
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #2936)
0.0 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SSYS
STRATASYS LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #2943)
0.0 -20 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDXG
MIMEDX GROUP IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2956)
0.0 -25 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NNOX
NANO X IMAGING ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2957)
0.0 -45 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTGT
TECHTARGET INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2958)
0.0 -28 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RARE
ULTRAGENYX PHAR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2964)
0.0 -5 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LAZR
LUMINAR TECHNOL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2978)
0.0 -60 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GSAT
GLOBALSTAR INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2980)
0.0 -3 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNBS
AMPLIFY ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2985)
0.0 -3 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RBCAA
REPUBLIC BANCOR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2998)
0.0 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XPOF
XPONENTIAL FITN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3001)
0.0 -9 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ODC
OIL DRI CORP AM...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #3002)
0.0 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAC
CAMDEN NATL COR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3015)
0.0 -1 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZROZ
PIMCO ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3018)
0.0 -1 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLIN
FRANKLIN TEMPLE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3016)
0.0 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3021)
0.0 -5 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MBUU
MALIBU BOATS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3024)
0.0 -1 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCNE
CNB FINL CORP P...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3040)
0.0 -1 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OLP
ONE LIBERTY PPT...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3042)
0.0 -1 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TIPT
TIPTREE INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3050)
0.0 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CET
CENTRAL SECS CO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3053)
1.0 no change -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EMGF
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #3054)
1.0 no change -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARDT
ARDENT HEALTH I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3062)
0.0 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOD
GLADSTONE COMME...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3064)
0.0 -1 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRIS
CURIS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3068)
0.0 -6 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INQQ
EXCHANGE TRADED...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3076)
1.0 no change -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BXMX
NUVEEN S&P 500 ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3077)
1.0 no change -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REAX
THE REAL BROKER...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3078)
0.0 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AEF
ABRDN EMERGING ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3079)
1.0 no change -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RNP
COHEN & STEERS ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3082)
1.0 no change -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HCWC
HEALTHY CHOICE ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3085)
0.0 -1 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 3577 holdings

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